SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $527M
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.79M
3
+$6.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.55M

Top Sells

1
+$445K
2
+$392K
3
+$206K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$201K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$87.9K

Sector Composition

1 Technology 0.99%
2 Materials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.48%
28,140
+207
27
$1.63M 0.46%
6,403
+818
28
$1.53M 0.43%
30,889
+557
29
$1.48M 0.42%
26,330
+2,609
30
$1.24M 0.35%
9,244
+173
31
$1.19M 0.34%
18,657
+5,514
32
$663K 0.19%
3,731
-2,206
33
$491K 0.14%
12,777
+2,539
34
$490K 0.14%
6,224
+284
35
$439K 0.12%
3,394
-1,594
36
$434K 0.12%
2,425
-59
37
$423K 0.12%
8,651
-194
38
$387K 0.11%
3,606
+5
39
$385K 0.11%
3,681
-175
40
$282K 0.08%
1,274
41
$252K 0.07%
2,165
42
$226K 0.06%
1,441
43
$223K 0.06%
3,817
+20
44
– –
-2,707
1
2